Filed April 17, 2023 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,167 | $57,281+141.2% | $86,612+59.5% | $75,163+83.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.43% | 2670.75%-2658.3pp | 591.07%-578.6pp | 160.62%-148.2pp |
| Employer contribution / active EE | $8,739 | $2,314+277.6% | $3,022+189.1% | $2,670+227.3% |
| Participant deferral / active EE | $14,743 | $3,318+344.4% | $4,438+232.2% | $4,125+257.4% |
| Admin fee / account holder | $45,519 | $4,112+1007.0% | $5,614+710.8% | $5,651+705.5% |